Unclaimed Profile

Bernadette Mary Zabel

COURT PLACE ADVISORS LLC·ELLICOTT CITY, Maryland

Clean recordCOURT PLACE ADVISORS LLC

3300 NORTH RIDGE ROAD, ELLICOTT CITY, MD 21043CRD# 4855560Firm CRD# 108545

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bernadette Mary Zabel · ELLICOTT CITY, MD

Registration

CRD #4855560 · COURT PLACE ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bernadette Mary Zabel is a registered financial advisor based in ELLICOTT CITY, Maryland, affiliated with COURT PLACE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COURT PLACE ADVISORS LLC

AUM

$378M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COURT PLACE ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4855560

Firm CRD# 108545

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bernadette Mary Zabel offer?

Bernadette Mary Zabel specializes in Financial Planning, Investment Management. Contact their office in ELLICOTT CITY, Maryland for a consultation.

What are Bernadette Mary Zabel's credentials?

Bernadette Mary Zabel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bernadette Mary Zabel located?

Bernadette Mary Zabel is based in ELLICOTT CITY, Maryland, working with COURT PLACE ADVISORS LLC. Their office serves clients in the ELLICOTT CITY metropolitan area and surrounding communities.

How does Bernadette Mary Zabel charge for services?

Bernadette Mary Zabel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COURT PLACE ADVISORS LLC?

COURT PLACE ADVISORS LLC has approximately 7 employees and manages $378M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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